Latest Institutional Purchases of Schwab Strategic Tr Us Dividen (SCHD)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.68K+ 0.74% |
$40.8K - $46.7K
|
229K
$6.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 1.34% |
$40.3K - $46.2K
|
126K
$3.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.65K+ 8.0% |
$40.1K - $45.9K
|
22.2K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.64K+ 11.91% |
$39.9K - $45.7K
|
15.4K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.63K+ 0.57% |
$39.6K - $45.3K
|
285K
$7.84M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.61KNew |
$39.1K - $44.8K
|
1.61K
$44.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.6K+ 8.62% |
$38.9K - $44.6K
|
20.2K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.6KNew |
$38.9K - $44.6K
|
1.6K
$44K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6K+ 11.57% |
$38.8K - $44.5K
|
15.4K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.59K+ 26.04% |
$38.5K - $44.2K
|
7.67K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.54K+ 0.07% |
$37.5K - $43K
|
2.26M
$62M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 1.5% |
$37.3K - $42.8K
|
104K
$2.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.52K+ 3.73% |
$37K - $42.4K
|
42.2K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.51K+ 6.05% |
$36.7K - $42.1K
|
26.5K
$727K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.5K+ 9.42% |
$36.5K - $41.8K
|
17.4K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.5K+ 20.39% |
$36.5K - $41.8K
|
8.86K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.49K+ 1.97% |
$36.3K - $41.6K
|
77.2K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49KNew |
$36.1K - $41.4K
|
1.49K
$40.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46K+ 1.21% |
$35.4K - $40.6K
|
122K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.45K+ 2.98% |
$35.3K - $40.4K
|
50.2K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 9.16% |
$33.8K - $38.7K
|
16.6K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.39K+ 4.94% |
$33.8K - $38.7K
|
29.5K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.35K+ 7.09% |
$32.8K - $37.5K
|
20.3K
$559K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.31K+ 8.74% |
$32K - $36.6K
|
16.4K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.3K+ 4.81% |
$31.7K - $36.3K
|
28.4K
$780K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.29K+ 160.82% |
$31.4K - $36K
|
2.1K
$57.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.27K+ 1.54% |
$30.8K - $35.3K
|
83.4K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 4.3% |
$30.6K - $35.1K
|
30.5K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.26K+ 0.57% |
$30.5K - $35K
|
222K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.26K+ 25.59% |
$30.5K - $35K
|
6.16K
$169K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.25K+ 4.28% |
$30.4K - $34.9K
|
30.5K
$838K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.2K+ 2.18% |
$29.3K - $33.5K
|
56.3K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.2K+ 4.51% |
$29.2K - $33.4K
|
27.8K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.19K+ 2.36% |
$28.9K - $33.1K
|
51.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.17K+ 11.22% |
$28.4K - $32.6K
|
11.6K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.16K+ 2.31% |
$28.2K - $32.3K
|
51.3K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.16K+ 4.59% |
$28.1K - $32.2K
|
26.4K
$725K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.15K+ 6.98% |
$28.1K - $32.2K
|
17.7K
$486K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.15K+ 3.96% |
$27.9K - $31.9K
|
30.1K
$826K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.15K+ 1.29% |
$27.8K - $31.9K
|
90K
$2.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.14K+ 8.59% |
$27.6K - $31.7K
|
14.4K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.13KNew |
$27.4K - $31.4K
|
1.13K
$31K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.09K+ 0.96% |
$26.5K - $30.4K
|
115K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 0.76% |
$26.3K - $30.2K
|
143K
$3.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
1.08K+ 8.16% |
$26.2K - $30K
|
14.3K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 0.63% |
$26.1K - $30K
|
173K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.07K+ 1.28% |
$26.1K - $29.9K
|
84.8K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 0.3% |
$25.9K - $29.7K
|
355K
$9.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.06K+ 0.81% |
$25.8K - $29.6K
|
132K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 140.54% |
$25.3K - $29K
|
1.78K
$48.9K
|